Tutorial for Relationships 016 – Transformation Mapping
These are templates that can be used to plot progress during a transformation initiative. These are not data-driven charts – the description boxes are plotted by hand and can be updated as the activities evolve over time. The sections on the bottom and on the left should be used for the same type of information. There is no baseline or y axis on the left: the sections used for descriptions of transformations simply wrap around the lower part of the framework and up the left side of the framework to the top. The top sections are used for timing, oldest to the left and most recent on the right.
Add your own descriptive boxes and place them within the map. The descriptive boxes move toward the top right (which is completion) within the diagonal lines that define the boundaries of the descriptive segment on the bottom and left.
Customizing the transformation maps
To adjust the size of the download, group it first and then resize or rescale (hold shift key down as you resize) to the desired size. Then ungroup and proceed with the rest of your formatting.
If you need different numbers of sections than that of those provided in the downloads, you can mix and match between the variations. Another way to add or subtract boxes is to turn the "Snap to other object" tool on and then add or remove a section, group the sections, and resize so that the group snaps into place. The diagonal divider lines will also snap to points on other objects as well when you select the low end of the line to the edge of the segments. If you need more lines, just duplicate one of the existing lines and align the new line to the top right of the original line. Then move the low end of the line into place between the two segments.
Color variationsThere are four downloads, each with two variations: one with just lines that separate the sections of the map and one with fields that can be shaded and used to highlight sections of the map. The two variations can be used together, as in the series example. We started with the line version, shaded the background a light gray, copied the rounded-edge section onto the line version and shaded it light green. We then used the line for that segment to further distinguish the section by increasing the point size to 2-1/4 points and adding a darker green color. The effect is very nice.
No 3D with this framework.
You might want to add a drop shadow so that they appear to be suspended above the map.
Gradients, patterns, and pictures
A diagonal gradient might be nice to accentuate the end of the transformation. The darkest part of the gradient could be in the upper right and the lightest can be bottom left.
You could animate the boxes depicting the transforming activities if you wish. Simple motion paths would work well as an animation type.